This toolkit has been created to support the Virtual Self Filing tax filing model piloted in 2020 by community agencies in Ontario. In this model, individuals file their own tax return but receive support from community agency staff or volunteers to do so.
This resource was made possible through funding from Intuit Financial Freedom Foundation and Intuit Canada.
We are grateful to Woodgreen Community Services and EBO Financial Education Centre for their contributions to this resource.
If you are interested in adopting the Virtual Self Filing tax filing model in your own agency using the TurboTax for Tax Clinics software, please contact Ana Fremont (Program Delivery & Integration Manager) at [email protected]
Virtual self-filing model
This section contains resources that describe the flow of the virtual self-file model (two options), and examples of scripts and documents that may be used to support the process. These may be customized for your own agency.
Sample introduction scripts (Woodgreen)
Sample disclaimer statement
Sample client intake form (Woodgreen)
Document and income eligibility check
Sample document check form (Woodgreen)
Virtual review of tax return: Quick tips
Additional support resources